NEWS & LEGAL ARTICLES

Estate Planning

Discussing Estate Planning with Loved Ones

I always advise my clients to let their family members know that they have done estate planning and where the documents are located. At a minimum … family members must know that planning has been done.

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Estate Planning

Estate Planning for Blended Families

Doing proper estate planning for a “yours, mine and ours” family presents many special challenges. This article sets forth problems and provides solutions for what spouses can do when addressing concerns related to blended families.

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Estate Planning

Is a Living Trust Right for You?

The use of a revocable trust (sometimes referred to as a “living trust” or “family trust”) to plan one’s estate has become very popular. Despite the popularity of the revocable trust, revocable trusts are not without their potential problems.

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Estate Planning

Trust Disputes vs. Probate

A will or living trust may also create a separate trust when one spouse dies, in order to shield up a significant portion of the estate from later estate taxes. Such trusts are designed to save money by avoiding probate fees and delays, and by deferring or reducing estate taxes.

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Estate Planning

Preventing Problems in Estate Planning

In order to discourage disappointed heirs from disputing your estate plan, you can include a “no-contest” provision that automatically cancels an heir’s inheritance if he or she challenges the distribution of your assets in any way.

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Estate Planning

State to State Estate Planning

Although a will or trust validly executed in one state should be valid in a different state, it is a good idea to have the estate planning documents reviewed.

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Estate Planning

Second Marriages Later in Life

The best way to ensure that one’s assets are available for a surviving spouse but ultimately distributed to one’s children from a prior marriage is through the use of a trust.

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